Using The Goal Planner

If you would like to edit the words and goals included in the goal planner download the editable word document here. After saving it to your computer you will be able to change the words within the text boxes.

After saving it to your computer it can be edited to meet your company’s specifics.

Set the goal planner up using specifics from your company.

SMART goals are specific and measurable! This sheet makes it easy to track and gives the new consultant a great visual on how they are doing!

Offer incentives for achieving tic-tac-toe.

When a consultant achieves one row in the grid have them reach out to you for a small reward and hooray!

Offer incentives for completing the grid.

Piggy-backing on your company’s promotions for new consultants, offer an incentive when they complete the entire grid within the bonus period!

This is a great way to get your team off to a terrific start! I love the visual aspect…

Comments

Love this!!!! What an easy to follow, customizable idea! Easy to use but also fun and learning at the same time. I really love this. Thanks for sharing. We hear so many “typical” ideas but I love the ones that are different and fresh.